13F HOLDINGS REPORT
Land & Buildings Investment Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0002023551-24-000004
Total Value
$489.2M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST INDUSTRIAL REALTY TRUST, INC. | 32054K103 | 823,962 | $46.1M | 9.43% |
| 2 | AMERICAN HEALTHCARE REIT INC | AHR | 1,525,015 | $39.8M | 8.14% |
| 3 | EQUINIX, INC. REIT | EQIX | 42,922 | $38.1M | 7.79% |
| 4 | VENTAS, INC. | VTR | 551,696 | $35.4M | 7.23% |
| 5 | TANGER INC | SKT | 1,051,064 | $34.9M | 7.13% |
| 6 | KITE REALTY GROUP TRUST | 49803T300 | 1,283,832 | $34.1M | 6.97% |
| 7 | VICI PROPERTIES INC. | 925652109 | 982,302 | $32.7M | 6.69% |
| 8 | SUN COMMUNITIES, INC | 866674104 | 227,942 | $30.8M | 6.30% |
| 9 | UDR INC | UDR | 634,225 | $28.8M | 5.88% |
| 10 | OUTFRONT MEDIA INC. | OUT | 1,525,045 | $28.0M | 5.73% |
| 11 | CBRE GROUP, INC. CLASS A | CBRE | 201,023 | $25.0M | 5.12% |
| 12 | AMERICAN TOWER CORPORATION | 03027X100 | 96,937 | $22.5M | 4.61% |
| 13 | NATIONAL HEALTH INVESTORS, INC. | 63633D104 | 223,057 | $18.8M | 3.83% |
| 14 | INVITATION HOMES INC. | INVH | 470,972 | $16.6M | 3.39% |
| 15 | APARTMENT INVESTMENT AND MANAGEMENT COMPANY | APA | 1,735,239 | $15.7M | 3.21% |
| 16 | XENIA HOTELS & RESORTS, INC. | XHR | 1,026,410 | $15.2M | 3.10% |
| 17 | MARRIOTT INTERNATIONAL, INC CLASS A | 571903202 | 60,860 | $15.1M | 3.09% |
| 18 | SMARTRENT, INC. | SMRT | 3,822,438 | $6.6M | 1.35% |
| 19 | SIMON PROPERTY GROUP INC | 828806109 | 29,300 | $5.0M | 1.01% |